Uplifting Capital

What Uplifting Capital does

Uplifting Capital Management, LLC is a privately held impact investment firm founded in 2020 by Toussaint Bailey and headquartered in San Rafael, California. It serves high-net-worth individuals, family offices, and small foundations/endowments that want to allocate private-market capital with measurable social and environmental impact while targeting competitive risk-adjusted returns. The firm operates a flagship vehicle, the Uplifting Capital Private Impact Fund I (PIF I), which was 98% committed and 47% deployed as of year-end 2024 with performance exceeding traditional private-equity benchmarks on IRR, TVPI, and DPI net of fees. PIF I invests across themes of People (inclusive innovation, education, health), Planet (renewable energy, climate resilience, sustainable food), and Economy (financial inclusion, small business, affordable housing).

The firm's investment platform rests on four internal capabilities: an Extensive Private Market Impact Database screening over 1,500 funds across strategies, impact themes, and UN Sustainable Development Goals; thesis-driven sourcing from a manager/consultant network; impact due diligence co-developed with impact consultant Tideline Advisors (and its BlueMark verification subsidiary); and personalized impact reporting aligned to UN SDGs and IRIS+ metrics for each investor. The investor experience is intentionally simplified — one subscription, one K-1, one consolidated quarterly report, zero capital calls — with distribution routed exclusively through financial advisors and RIAs rather than direct-to-consumer. The core team of six is complemented by alumni and summer associates from top MBA programs.

The business model is asset-management based: revenue is generated through fund management fees on PIF I, with potential future carried interest. The firm has no disclosed external equity funding, no parent company, and operates under ADV disclosure as required for an SEC-registered investment adviser. Go-to-market is sales-led but mediated by an advisor channel, supported by thought-leadership content (insights blog, ImpactAlpha/Agents of Impact podcast, Impact Dinners) and earned media in Financial Planning, WealthManagement.com, and PR Newswire. Strategic partnerships — VC Include (accelerator cohort), Tideline/BlueMark (impact verification), CASE Duke (research validation), and REFORM Alliance (impact dinners) — anchor the firm's positioning in the diverse-manager and impact-investing ecosystems.

Name

Uplifting Capital

Legal name

Uplifting Capital Management, LLC

Website

https://upliftingcapital.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Uplifting Capital is a privately held impact investment firm managing the Uplifting Capital Private Impact Fund I, serving high-net-worth individuals, family offices, small foundations, and financial advisors seeking private-market exposure with measurable social and environmental impact.

Ownership category

akta.pro rank

Product category

Impact Investing / Private Market Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

akta.pro secondary industries

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Social Impact & Inclusive Finance Funds (FSANAJAH), Impact Investment & Development Investment Funds (BPADACAO)

Keywords

• Impact investing
• Private market funds
• Fund management
• Impact alpha strategy
• Sustainable investing

Headquarters

HQ city

San Rafael

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Private Impact Fund Management (PIF I): Uplifting Capital operates the Uplifting Capital Private Impact Fund I (PIF I), a private market impact fund providing diversified exposure to impact-oriented investments. Revenue is generated through fund management fees and potentially carried interest / performance fees on fund returns. PIF I was 98% committed and 47% deployed as of year-end 2024, and is performing in line with expectations.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Uplifting Capital operates the Uplifting Capital Private Impact Fund (PIF I), a private market impact fund providing diversified exposure to impact-oriented investments across multiple themes (people, planet, economy). The firm supports the fund with a proprietary database of 1,500+ screened impact funds, thesis-driven sourcing, impact-focused due diligence, and thoughtful portfolio construction, delivering a simplified investor experience (one subscription, one K-1, one consolidated quarterly report, zero capital calls). The fund is offered primarily through financial advisors and registered investment advisors to high-net-worth individuals, family offices, and small foundations/endowments.

Product overview

Uplifting Capital is an impact investing firm offering a single unified product: the Uplifting Capital Private Impact Fund (PIF I), a private market impact fund. The fund is supported by a suite of internal investment services including an Extensive Private Market Impact Database (tracking 1,500+ funds), Thesis Driven Sourcing, Impact Alpha Focused Due Diligence, Thoughtful Portfolio Construction, and One Simplified Investment (one subscription, one K-1, one consolidated quarterly report, zero capital calls). The firm also provides Personalized Impact Reporting to investors, aligning investments with UN Sustainable Development Goals and IRIS+ metrics.

Differentiator

Problem solved

Functional benefit

Products and services

• Uplifting Capital Private Impact Fund (PIF I) Flagship private market impact fund offering diversified exposure to impact investments across multiple themes (people, planet, economy), asset classes, and fund managers. Delivered to qualified investors via a simplified experience — one subscription, one K-1, one consolidated quarterly report, zero capital calls. As of year-end 2024, the fund was 98% committed and 47% deployed, with performance exceeding traditional private equity benchmarks in IRR, TVPI, and DPI net of fees.

Quantifiable outcome

• PIF I performance exceeded traditional private equity benchmark in IRR, TVPI, and DPI net of fees (as of year-end 2024)
• +6 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• VC IncludecoreGTM or Marketing PartnerUplifting Capital was part of VC Include's second cohort — an accelerator for diverse impact managers founded by Bahiyah Yasmeen Robinson. The accelerator provides visibility, network access, and support for underrepresented impact fund managers.
• REFORM AllianceminorStrategic or Co-development PartnerUplifting Capital partnered with REFORM Alliance to host an Impact Dinner bringing together leaders to discuss and reimagine criminal justice and public safety. REFORM Alliance aims to transform probation and parole through changing laws, systems, and culture.
• Tideline Advisors (BlueMark)coreStrategic or Co-development PartnerTideline Advisors is Uplifting Capital's impact consulting partner. Their subsidiary BlueMark provides independent impact verification. Uplifting developed its impact due diligence rubric in collaboration with Tideline and aligns with BlueMark's framework for quality impact reporting.
• CASE at Duke UniversityminorStrategic or Co-development PartnerCASE at Duke University collaborated with BlueMark (Tideline) on a report titled 'Impact Due Diligence and Management for Asset Allocators,' validating Uplifting Capital's impact approach and providing best practices for the industry.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sonen Capital: Sonen Capital is an impact investment advisor that builds diversified private market impact portfolios for families, foundations, and advisors — directly comparable to Uplifting Capital's PIF I fund-of-funds offering and HNW/foundation target market.
• CapShift: CapShift is an impact investing platform serving foundations, endowments, and HNW investors with curated private market impact portfolios — a near-direct peer in mission, customer base, and fund-of-funds model.
• Wentworth Capital: Wentworth Capital is an impact-first private market firm building diversified portfolios for HNW investors and institutions — overlapping with Uplifting Capital in fund structure, impact themes, and target customer.
• RSF Social Finance: RSF Social Finance provides impact-aligned investing, lending, and giving solutions to foundations, donors, and HNW investors — comparable in mission and end-client profile, though broader in product scope.
• ImpactAssets: ImpactAssets is a nonprofit impact investing platform offering donor advised funds, private equity access, and a 100% impact portfolio — directly comparable in democratizing impact investing access for HNW donors and foundations.
• Encourage Capital: Encourage Capital is an impact investing and advisory firm managing private capital for measurable social and environmental outcomes — comparable in thematic impact lens and institutional/sovereign LP base.

Broad incumbents

• Trillium Asset Management: Trillium is one of the longest-tenured impact investment managers, serving institutional and HNW clients across public and private impact strategies — a broader incumbent competing for the same impact-aware allocator wallet.
• Generation Investment Management: Generation is a global sustainable investment firm managing public and private capital with a long-term impact lens — a much larger incumbent that increasingly competes in private market impact allocation.
• Cornerstone Capital Group: Cornerstone Capital provides impact and ESG investment advisory to institutions and family offices — an established peer in the sustainable wealth advisory category serving overlapping end-clients.

Others

• Arabella Advisors: Arabella Advisors is a philanthropic and impact advisory firm serving foundations, donors, and impact enterprises — adjacent rather than direct, but overlapping in serving values-aligned capital allocators with impact strategy support.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/uplifting-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Uplifting Capital